Loan & Insurance CRM SoftwareFrom lead to disbursal — every file tracked.
DGA CRM + ERP for loan DSAs, insurance agents and financial advisors: capture leads, collect documents, move applications through approval and never miss an EMI or renewal date.
- Lead → documents → review → disbursed pipeline
- PAN, income & loan / policy fields
- Renewal & EMI date reminders
Your domain & logo ✅ · No per-user fees ✅ · Training + WhatsApp support ✅
What changes with DGA CRM + ERP
Right now
- ✕Leads from agents and ads scattered in WhatsApp
- ✕Pending documents followed up manually
- ✕Renewal dates missed
- ✕No view of files at each stage
With DGA CRM + ERP
- ✓One pipeline for every application
- ✓Document reminders sent automatically
- ✓Renewal and EMI dates trigger reminders
- ✓Stage-wise report of files and value
See it working for finance, loans & insurance
Actual screens from DGA CRM + ERP set up for finance, loans & insurance (sample data). Tap a screen or let it play.
Advisor dashboard
Open applications, new leads and revenue.
Applications
Every file by stage with value.
Loan & insurance leads
New → documents pending → under review → approved.
Clients
Client list with contact and balance.
Fee invoice
Processing-fee invoice and payment.
Everything a finance, loans & insurance business needs
CRM for loan DSAs, NBFC partners, insurance agents and financial advisors: lead pipeline, documents, applications, renewals, EMI dates and WhatsApp follow-ups.
Lead management
Website, DSA / agent, Google and Facebook leads with product interest and amount.
Applications pipeline
Documents pending → under review → approved → disbursed, with values.
Client profile
PAN, DOB, occupation, income, credit score, policy / loan number.
Renewals & EMI dates
Automatic reminders before renewal and EMI dates.
WhatsApp follow-ups
Document requests, status updates and greetings to clients.
Team & sub-agents
Assign leads, track staff performance and calls.
Fees & commissions
Processing-fee invoices and payment tracking.
Reports
Leads by product and source, conversion and disbursed value.
Set up the way finance, loans & insurance works
Menus, words and pipeline stages are set for your industry on day one — and you can rename anything later.
Hi Vikas, please share your last 3 salary slips and bank statement to process your home loan.
Good news! Your personal loan is approved ✅ Our team will call you for disbursal.
Your health insurance policy renews on 20 Nov. Reply YES to renew.
Run your finance, loans & insurance business from your phone.
DGA CRM installs like an app on Android and iPhone — with your logo. See today's numbers, call enquiries, send bills and reply on WhatsApp from anywhere.
Built for every kind of finance, loans & insurance business
Your CRM grows with your business
DGA CRM is our own product and is improved continuously. When you need something unique, we add it inside your software.
Share what your business needs — a field, a report, a workflow or a full module.
Our in-house team builds it as an add-on module inside your same CRM.
Tested and switched on for you — no new software, no data migration.
Core updates keep your custom work intact. Backups are taken before every update.
Loan & Insurance CRM Software: what to look for
A loan and insurance CRM keeps every file moving. DGA CRM + ERP gives DSAs and agents one pipeline from lead to disbursal or policy issue, with the client's PAN, income and product details on record.
Automatic reminders handle the slow parts — pending documents, EMI dates and policy renewals — on WhatsApp, SMS and email, while reports show conversions by product and source.
Data stays on your own domain with role-based access, so sub-agents see only their leads. DiziGoo can add custom fields and integrations for your lender or insurer partners.
DGA CRM + ERP is built and supported by DiziGoo, a software and digital marketing company in Bareilly, Uttar Pradesh, in the digital field since 2019 and serving businesses across India and worldwide.
Is this CRM suitable for loan DSAs?
Yes — leads, document collection, applications by stage and disbursal tracking are built in.
Can insurance agents track renewals?
Yes. Renewal dates trigger automatic reminders to you and the client.
Can I store PAN and income details?
Yes — PAN, DOB, occupation, income, credit score and loan / policy numbers are ready-made fields.
Can sub-agents use it?
Yes, with roles and permissions so each person sees only what they should.
Does it work on mobile?
Yes, it installs like an app on Android and iPhone.
Is my client data safe?
Yes — your own domain, SSL, 2-step login, activity log and encrypted backups.
Is DGA CRM + ERP a one-time purchase?
It is installed on your own domain with your branding, without per-user fees. Ask us on WhatsApp for the plan that fits your business.
How long does setup take?
Usually 24–72 hours after confirmation, including your data import and team training.
See loan & insurance crm software with your own data
Fill the form or WhatsApp us — we show you DGA CRM + ERP set up for your finance, loans & insurance business on a live call.
